Turn an Agiled deal into a Documenso signing envelope
Move a deal from ready to contract into a Documenso envelope with one trigger.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Envelope
Creates an envelope that can include files, recipients, and signing settings.
Why this helps
Copying deal details into a signing workflow creates delay and leaves handoffs easy to miss.
- Reduce the gap between deal approval and contract preparation.
- Keep contract work tied to the originating Agiled deal.
- Avoid manually starting each envelope.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Documenso once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what outcome you want from any channel.
- 3Describe the outcome: create a Documenso envelope for an Agiled deal that is ready for contracting, using only supplied deal and document details.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real deal payload and confirm the resulting envelope.
Questions about this workflow
Does Agiled provide a built-in trigger event for this workflow?
No. Start it with a Notis webhook and send the deal-ready details to that webhook.
Will this workflow send the envelope for signature?
Creating an envelope prepares it. Distribution is a separate action and should be configured as a separate workflow if needed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Documenso. A trigger fires from one place; an action lands in another.
Agiled triggers
Documenso actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Embedding Presign Token V2 Beta
Creates a token for embedded document and template editing sessions.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document Beta
Creates a document and returns a temporary upload link for its PDF.
Delete Document Fields
Deletes one or more fields from a document.
Create Document Field
Adds one field to a document in draft status.
Delete Template
Permanently deletes a template; this action cannot be undone.
Create Document Fields (Bulk)
Adds multiple fields to a draft document; each must reference a valid recipient.
Distribute Document V2
Sends a draft document to recipients for signing for the first time.
Create Document Recipient
Adds a recipient, such as a signer, viewer, or approver, to a document.
Connect any two apps with Notis in the middle.
Agiled and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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